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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
MFS New Discovery Value C
Price$15.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.72B
DFSVX vs NDVCX Comparison Chart
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DFSVX vs. NDVCX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. NDVCX (2.72B). DFSVX pays higher dividends than NDVCX: DFSVX (1.75) vs NDVCX (0.90). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (14 years). NDVCX (1.95) is less costly to investors than DFSVX (0.31). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : -3.63 vs. NDVCX (-6.48). DFSVX return over 5 years is better than : 94.99 vs. NDVCX (31.98).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -8.573 | -7.428 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 2.72B | 538% |
| Annual Yield % from dividends | 1.75 | 0.90 | 194% |
| Returns for 1 year | -3.63 | -6.48 | 56% |
| Returns for 3 years | 12.64 | -8.69 | -145% |
| Returns for 5 years | 94.99 | 31.98 | 297% |
| Returns for 10 years | 28.61 | 18.16 | 158% |
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